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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,424 | $93,117-25.4% | $77,096-10.0% | $134,532-48.4% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -16.00% | 62.67%-78.7pp | 42.35%-58.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $3,074 | $3,420-10.1% | $2,814+9.2% | $4,741-35.2% |
| Participant deferral / active EE | $8,122 | $5,241+55.0% | $4,429+83.4% | $6,401+26.9% |
| Admin fee / account holder | $9,582 | $6,948+37.9% | $5,428+76.5% | $11,429-16.2% |